Morningstar, Inc. (MORN) — SEC Filings
Morningstar, Inc. (MORN) — 50 SEC filings. Latest: DEFA14A (Mar 25, 2026). Includes 39 8-K, 6 10-Q, 2 SC 13G/A.
View Morningstar, Inc. on SEC EDGAR
Overview
Morningstar, Inc. (MORN) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEFA14A filed on Mar 25, 2026: Morningstar, Inc. filed a DEFA14A on March 25, 2026, which is an additional definitive proxy soliciting material. This filing, with accession number 0001104659-26-034530, indicates that Morningstar is actively communicating with its shareholders regarding upcoming votes or proposals. For investors,
Sentiment Summary
Across 50 filings, the sentiment breakdown is: 1 bullish, 46 neutral, 3 mixed. The dominant filing sentiment for Morningstar, Inc. is neutral.
Filing Type Overview
Morningstar, Inc. (MORN) has filed 1 DEFA14A, 39 8-K, 6 10-Q, 1 DEF 14A, 1 10-K, 2 SC 13G/A with the SEC between Apr 2024 to Mar 2026.
Filings by Year
Recent SEC Filings (50)
Risk Profile
Risk Assessment: Of MORN's 44 recent filings, 0 were flagged as high-risk, 8 as medium-risk, and 36 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $617.4M |
| Net Income | $91.6M |
| EPS | $2.17 |
| Cash Position | $474.2M |
| Total Debt | $848.9M |
Key Executives
- Kunal Kapoor
- Michael J. Baldwin
- Sarah J. Smith
Industry Context
Morningstar operates in the financial data and analytics industry, a sector characterized by increasing demand for sophisticated tools and insights from investors and financial professionals. The industry is seeing growth driven by digital transformation and the need for data-driven decision-making, but also faces intense competition and evolving technological landscapes.
Top Tags
disclosure (13) · filing (9) · 8-K (8) · sec-filing (8) · 8-k (7) · financial-statements (6) · corporate-governance (5) · regulation-fd (5) · financials (5) · regulatory-filing (4)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| SEC File Number | 000-51280 | Identifies the specific SEC filing for Morningstar, Inc. |
| EIN | 36-3297908 | Employer Identification Number for Morningstar, Inc. |
| Revenue (Q3 2025) | $617.4M | Increased 8.4% from $569.4M in Q3 2024 |
| Consolidated Net Income (Q3 2025) | $91.6M | Decreased 23.5% from $119.7M in Q3 2024 |
| Consolidated Net Income (YTD 2025) | $259.1M | Increased 2.4% from $253.0M in YTD 2024 |
| CRSP Acquisition Cost | $375.0M | Cash payment for pending acquisition |
| Total Debt (Sept 30, 2025) | $848.9M | Increased from $698.6M at Dec 31, 2024 |
| Diluted EPS (Q3 2025) | $2.17 | Decreased from $2.77 in Q3 2024 |
| Diluted EPS (YTD 2025) | $6.08 | Increased from $5.87 in YTD 2024 |
| Dividends Declared Per Share (Q3 2025) | $0.46 | Increased from $0.41 in Q3 2024 |
| Common Shares Outstanding | 41,129,198 | As of October 24, 2025 |
| Common Shares Repurchased (YTD 2025) | $391.7M | Cash used for financing activities |
| Q2 2025 Net Income | $7.2M | Slight decrease from $7.1M in Q2 2024. |
| H1 2025 Net Income | $821.5M | Significant increase from $790.4M in H1 2024. |
| Q2 2025 Diluted EPS | $1.2 | Down from $1.4 in Q2 2024. |
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Frequently Asked Questions
What are the latest SEC filings for Morningstar, Inc. (MORN)?
Morningstar, Inc. has 50 recent SEC filings from Apr 2024 to Mar 2026, including 39 8-K, 6 10-Q, 2 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of MORN filings?
Across 50 filings, the sentiment breakdown is: 1 bullish, 46 neutral, 3 mixed. The dominant sentiment is neutral.
Where can I find Morningstar, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Morningstar, Inc. (MORN) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Morningstar, Inc.?
Key financial highlights from Morningstar, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for MORN?
The investment thesis for MORN includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Morningstar, Inc.?
Key executives identified across Morningstar, Inc.'s filings include Kunal Kapoor, Michael J. Baldwin, Sarah J. Smith.
What are the main risk factors for Morningstar, Inc. stock?
Of MORN's 44 assessed filings, 0 were flagged high-risk, 8 medium-risk, and 36 low-risk.
What are recent predictions and forward guidance from Morningstar, Inc.?
Forward guidance and predictions for Morningstar, Inc. are extracted from SEC filings as they are enriched.